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Territory-Management with Workflow and Business Rules

Question asked by Jörg Klumpp on May 15, 2017
Latest reply on Aug 24, 2017 by Shailendu Verma

Hello Together, 

 

we have the requirement to build a territory-management using sugarcrm standard functionality. if it is possible we would like to avoid programming. 

 

Target is that while a customer or lead is created or updated a rep is asigned by using the zip-code and country. Our first try was to use the workflows and business rules for that. That looks fine but we found no posibility to import the given table (csv) into the business rules. The table has the structure:

- Country; ZIP; Sales Area; Rep

 

Do anybody know how to solve that or does anybody have a solution.

 

Thanks a lor, 

 

BR

Jörg

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